Fairway Wealth’s Vanguard S&P Mid-Cap 400 ETF IVOO Stock Holding History

Fairway Wealth’s Portfolio IVOO Stock Details IVOO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.24M	Buy	24,863 +559	+2%	+$69.4K	0.74%	24
2026 Q1	$2.78M	Buy	24,304 +69	+0.3%	+$8.11K	0.73%	24
2025 Q4	$2.71M	Buy	24,235 +1,408	+6%	+$156K	0.73%	24
2025 Q3	$2.52M	Buy	22,827 +5,227	+30%	+$569K	0.71%	24
2025 Q2	$1.85M	Sell	17,600 -1,291	-7%	-$128K	0.59%	27
2025 Q1	$1.86M	Buy	18,891 +1,356	+8%	+$143K	0.69%	24
2024 Q4	$1.85M	Buy	17,535 +3,690	+27%	+$401K	0.83%	22
2024 Q3	$1.46M	Buy	13,845 +284	+2%	+$29K	0.74%	25
2024 Q2	$1.34M	Buy	13,561 +251	+2%	+$25K	0.79%	25
2024 Q1	$1.37M	Buy	13,310 +95	+0.7%	+$9.11K	0.93%	22
2023 Q4	$1.24M	Buy	+13,215	New	+$1.14M	0.95%	22

Other funds holding IVOO

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFS

Hantz Financial Services Southfield, Michigan $7.39B AUM 20.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

SILC

Starr Indemnity & Liability Company New York $377M AUM 24.51% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fairway Wealth's IVOO Position: Q2 2026 in Review

Fairway Wealth increased its Vanguard S&P Mid-Cap 400 ETF (IVOO) stake by 2.3% in Q2 2026, buying an estimated $69.4K and bringing the position to 24,863 shares worth $3.24M. The position accounts for 0.74% of the portfolio, ranked #24.

Fairway Wealth first reported a position in IVOO in Q4 2023 and has held it in 11 quarters since. 344 funds tracked by Wall St. Rank hold IVOO as of Q2 2026.

Fairway Wealth held 24,863 shares of Vanguard S&P Mid-Cap 400 ETF worth $3.24M as of Q2 2026.
Fairway Wealth bought 559 Vanguard S&P Mid-Cap 400 ETF shares in Q2 2026, an estimated $69.4K.
Vanguard S&P Mid-Cap 400 ETF made up 0.74% of Fairway Wealth's portfolio in Q2 2026, its #24 holding.
Fairway Wealth first reported a position in Vanguard S&P Mid-Cap 400 ETF in Q4 2023 and has held it in 11 quarters since.
344 funds tracked by Wall St. Rank held Vanguard S&P Mid-Cap 400 ETF as of Q2 2026.

Based on Fairway Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.